Family Office · Summit, NJ, United States
Circle Wealth Management, LLC is a private wealth management firm that provides financial planning, investment advisory, and asset management services to high-net-worth individuals, families, and institutions. The firm is headquartered in New York City and is known for offering personalized financial strategies, including portfolio management, estate planning, and tax optimization. Circle Wealth Management, LLC operates as an independent, fee-only advisor and emphasizes a client-centric approach to wealth preservation and growth.
Customer segments
High-net-worth individuals, Family offices
Geography
US
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Circle Wealth Management, LLC deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Circle Wealth Management, LLC alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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